Sublime
An inspiration engine for ideas
Open this picture. It illustrates the EXTENT of Japan's dominance in the LNG supply chain
👉 A Japanese company produces the shale gas
👉 Gas is sent to an LNG plant partially owned by a Japanese company
👉 LNG is loaded on a ship built and owned by a Japanese company
👉 The shi... See more
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.comGlobal uncertainty has lowered the outlook for diamonds, which account for 80% of Botswana’s exports and a third of its government revenue.
International Intrigue • 🌍 Close Shave
caution.
Less familiar to Western analysts is Idemitsu Kosan, but it is a significant player in the Japanese petrochemical sector. It operates four major refineries and three integrated chemical complexes in the country and generated more than $60 billion in revenue in the past twelve months.
Less familiar to Western analysts is Idemitsu Kosan, but it is a significant player in the Japanese petrochemical sector. It operates four major refineries and three integrated chemical complexes in the country and generated more than $60 billion in revenue in the past twelve months.
Not advice but these folks own the only neodymium mine in the USA https://t.co/FbWVtc85TO
The deal includes the bulk of CK Hutchison’s ports division, which produced 20% of the conglomerates earnings before interest and tax in the first half of last year and was the company’s third-biggest business. In its most recent results, the ports units outside of China and Hong Kong produced HK$17.8 billion ($2.3 billion) in first-half revenue an... See more
Hong Kong-Based CK Hutchison Sells Panama Ports to BlackRock ...
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
Currently analyzing the landscape for (AI) Agents & Decentralized AI Protocols
A spreadsheet (and some analysis) will be dropping in my newsletter on Tuesday (free to subscribe, link in my bio)
For completeness, which material Agents/Protocols are missing & what other data points would be us... See more